Ken Stern & Associates, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 224 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.7%.

Quarter-by-quarter ownership
Ken Stern & Associates, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2016$5,375,000
+6.0%
123,357
+2.9%
2.78%
-20.5%
Q3 2016$5,070,000
+916.0%
119,824
-0.4%
3.50%
+793.1%
Q2 2016$499,000
+105.3%
120,319
+1887.8%
0.39%
+132.0%
Q1 2016$243,0006,0530.17%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2016
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders